NASDAQ$LCID

Lucid Group Inc · Q2 2025 earnings

Q2 2025 earnings · · After market close · Investor relations

Briefing

Lucid Group Inc reported Q2 2025 results with revenue growth driven by higher vehicle deliveries amid ongoing net losses.

Lucid Group Inc achieved revenue of $259.4 million in Q2 2025, up 29% year-over-year, primarily from increased deliveries of the Lucid Air and Gravity models. The company reported a net loss of $539.4 million, an improvement from the prior year, while continuing investments in manufacturing capacity at its Arizona and Saudi Arabia facilities. Production totaled 3,863 vehicles with 3,309 deliveries during the quarter.

  • Revenue increased 29% to $259.4 million year-over-year due to higher vehicle sales volumes.
  • Net loss narrowed to $539.4 million from $643.4 million in Q2 2024.
  • Produced 3,863 vehicles and delivered 3,309 units in the quarter.
  • Continued expansion of manufacturing facilities in Arizona and Saudi Arabia with significant capital expenditures.

Headline financials

Total Revenue

$259M

Previous: $201M+29.3%
EPS (adj)

-$0.24

Previous: -$0.29+17.2%
Vehicles Delivered

3.3K

No prior period
Vehicles Produced

3.9K

No prior period
Capital Expenditures

-$344M

Previous: -$433M+20.5%
Net Income

-$539M

Previous: -$643M+16.2%
Operating Income

-$803M

Previous: -$787M-2.0%
Cash & Equivalents

$1.8B

Previous: $1.35B+32.7%
Total Assets

$8.87B

Previous: $8.22B+7.9%

Revenue & EPS history

Lucid · Revenue · Quarterly

$259M

Q2 2025+29.3%vs Q2 2024
Beat estimate in 5 of 16 quarters(31%)
ActualEstimate

Forward guidance

The company provided forward-looking statements on manufacturing expansion and vehicle development but no specific numerical guidance for future periods.

Historical earnings impact

How earnings announcements have historically affected this stock's price.

Avg. return before/after earnings

Based on 19 quarterly earnings reports

Historical avg

-2.8%

Avg return

Earnings day

-3.6%

Avg return

5 days after

-7.7%

Avg return

30 days after

30%

7 / 23 earnings

Positive

+26.4%

Q3 2021

Best reaction

-19.1%

Q3 2022

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q2 2025
Q1 2026-6.6%-4.9%-14.6%
Q4 2025+2.1%+1.1%-5.2%
Q3 2025+4.9%-1.5%-22.2%
Q1 2025-3.0%+12.4%-7.7%
Q4 2024-13.4%-18.8%-11.1%
Q3 2024+3.8%+0.5%+8.0%
Q2 2024-1.0%+2.2%+22.4%
Q1 2024-6.1%-4.5%+0.2%
Q4 2023-16.3%-14.4%-24.7%
Q3 2023-8.6%-12.0%+3.7%
Q2 2023+8.6%+0.3%-7.3%
Q1 2023-5.8%-8.9%-17.2%
Q4 2022-11.2%-11.5%-17.3%
Q3 2022-19.1%-6.8%-37.3%
Q2 2022-5.9%-5.1%-23.2%
Q1 2022-10.4%-21.3%-7.8%
Q4 2021-5.2%-14.1%+0.6%
Q4 2019-15.8%-8.6%-6.1%
Q3 2021+26.4%+25.7%-7.1%
Q2 2021-3.9%-7.7%-15.2%
Q1 2021+19.5%+21.5%+40.6%
Q4 2020+2.8%-6.3%-29.9%
Q3 2020-0.2%-0.3%+2.1%

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